STRA Strategic Education, Inc.

bullish · high conviction track record →
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Mkt Cap $2B P/E 13.0 fwd 9.1 52wk $69.70 - $93.45 2h ago
Insider selling: $9,289,239 sold by 17 insiders (30d)
Est. revisions: +3.1% (2 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +2.1)

Factor Model

net +2.1
Est. Revisions
+0.3
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

Six insiders buy $2.36M amid slight revenue dip

Watch: Monitor Q2 enrollment and revenue growth as catalysts for validating margin expansion and buyback impact.

Six insiders including Slocum William J and Silberman Robert S bought $2.36 million in stock at prices between $80.70 and $114.83. Q1 2026 revenue fell 1% due to enrollment declines but education technology services grew revenue 21%, now 46% of operating income. Employer-affiliated enrollment hit 34.5%, and the company plans a 200 bp operating margin expansion and $200 million remaining buyback authorization.

Strong insider buying alongside division growth signals executive confidence in profitability improvement despite flat overall revenue. This indicates potential operational leverage ahead and undervalued stock opportunity.

Evidence

Updated Saturday Insider buy by DINH VIET D (STRA): $477,950
Updated Saturday Insider buy by DINH VIET D (STRA): $493,769
Updated Saturday Insider buy by JACKSON DANIEL WAYNE (STRA): $154,850
Updated Saturday Insider buy by SILBERMAN ROBERT S (STRA): $58,029
Updated Saturday Barrington Research main STRA: Outperform → Outperform
Updated Saturday Insider buy by SILBERMAN ROBERT S (STRA): $849,610
Updated Saturday Insider buy by THAWLEY MICHAEL (STRA): $97,224
Updated Saturday Insider buy by SLOCUM WILLIAM J (STRA): $183,482
2 older signals
Updated Saturday Insider buy by MCROBBIE MICHAEL A. (STRA): $49,080
Updated Saturday Lockheed Martin Corporation Q1 2026 Earnings Call Summary
Fundamentals & Data ▾
Strategic Education, Inc. Consumer Defensive · Education & Training Services
Mkt Cap
$2B
P/E
13.0 fwd 9.1
Div Yield
332.00%
52w Range
$69.70 - $93.45
Short Interest
1.2M 7.61%
Days to Cover
3.5 +50%
Insiders
selling 2B / 7S
Analysts
mixed
EPS Estimate
$1.80 +3.1% 30d 2up / 0dn
Est. Dispersion
2% 3 analysts
Analyst Target
$87 $80 - $95
Options P/C
2.93
Insider Cluster
strong buy 6B / 5S (officer)
Financials
Revenue
$306M +1% YoY
FCF
$77M
Gross Margin
49%
Op Margin
14%
Momentum: decelerating
Recent Filings & Data
insider trade 44
net selling · $9,289,239 sold · $2,363,994 bought
17 insiders · 44 transactions (30d)
Recent transactions
HERRAIZ LIZETTE BENEDI · sell · $238,202
HERRAIZ LIZETTE BENEDI · sell · $607,587
SILBERMAN ROBERT S · buy · $58,029
JACKSON DANIEL WAYNE · sell · $1,070,748
MCDONNELL RAYMOND KARL · award
JACKSON DANIEL WAYNE · award
DARMON TAL · award
HERRAIZ LIZETTE BENEDI · award
HOKENSON CHRISTA · award
SILBERMAN ROBERT S · award
MCDONNELL RAYMOND KARL · sell · $2,926,600
GRUSKY ROBERT R · sell · $112,282
JACKSON DANIEL WAYNE · buy · $154,850
WAITE G THOMAS III · sell · $57,183
GRUSKY ROBERT R · sell · $119,923
BEASON CHARLOTTE F · award
WAITE G THOMAS III · award
GRUSKY ROBERT R · award
CAPPELLI GREGORY WILLIAM · award
BROGLEY RITA D · award
JOHNSON JERRY LAVELL · award
DINH VIET D · award · $80,070
SLOCUM WILLIAM J · award
MCROBBIE MICHAEL A. · award
THAWLEY MICHAEL · award
SASSE BENJAMIN E · award
HERRAIZ LIZETTE BENEDI · sell · $119,369
MCROBBIE MICHAEL A. · buy · $49,080
SLOCUM WILLIAM J · buy · $183,482
THAWLEY MICHAEL · buy · $97,224
SILBERMAN ROBERT S · buy · $849,610
MCDONNELL RAYMOND KARL · award
JACKSON DANIEL WAYNE · award
DARMON TAL · award
HERRAIZ LIZETTE BENEDI · award
HOKENSON CHRISTA · award
SILBERMAN ROBERT S · award
MCDONNELL RAYMOND KARL · sell · $3,116,344
JACKSON DANIEL WAYNE · sell · $589,413
HERRAIZ LIZETTE BENEDI · sell · $203,179
DINH VIET D · buy · $477,950
GRUSKY ROBERT R · sell · $72,512
DINH VIET D · buy · $493,769
GRUSKY ROBERT R · sell · $55,897
10 signals · latest Updated Saturday

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